Knowledge Base

For smaller companies and departments.

FREE
Live Software Webinars

A 45 minute, no obligation presentation on how to start your journey to becoming a "Paperless Office". Live webinars are held the 1st and 3rd Wednesday of every month.

It's Here!

FileHold 12 is here! Read about the new features!

Document Management Software New Release

For medium sized companies and large organizations.

"The ease of use and implementation were key to our decision to move ahead with FileHold."
- Engineering Customer

"I am a convert to Filehold - the power is not in the file structure but the ease in which you can find what you are looking for."
-Biotech Company

"The ability to which you are able to cutomize FileHold is very impressive."
-Wholesale Trade Industry customer

"I think the search speed makes the greatest impression, but ease of use in general goes a long way."
- Manufacturing Customer

"I really appreciate all the help FileHold has given me during the launch of our scanning and document management project."
- Oil and Natural Gas Customer

"I like working with FileHold, you know what you're doing product and business wise. Your team has been great to work with."
– FileHold Business Partner

"The help that I received from FileHold was hands down some of the best support I have seen with a software package".
- Document Management Consultant

"I want to tell you how much everyone is enjoying our new FileHold installation. My users give me unsolicited comments on how well FileHold is working."
- Manufacturing Customer

"I want to express my gratitude for the guidance we received from your customer service team during our initial FileHold build and the subsequent technical encounters."
- Government Customer

Wow, you guys at FileHold really understand customer service!
Thank you very much!
- Integrated Canadian Forest Products Company

I wanted to express my thanks of how flexible and responsive you have been as an organization and wanted to let you know that I would be more than happy to act as a reference should you need one.The harsh reality is that the FileHold “valued customer experience’ has fallen by the wayside with many other vendors and is very refreshing when you come across it!

-Telecommunications Customer

"I have once again been VERY impressed with the level of service you as a company provide and have provided in the past. I have said it before but I will say it again it is MUCH appreciated and VERY refreshing receiving this level and quality of service!"
- Telecommunications Customer

Cabinets within the File Structure

In order for a user to see a cabinet they must be a member of the cabinet. Only members of cabinets can see and access its content. In order to manage the access to a particular cabinet, the owner of the cabinet can add and remove member access and permissions.

The menu may be accessed by either right clicking on the cabinet name if accessing FileHold using the desktop document management software application (FDA) or by left clicking on the down arrow that appears when the cursor rests on the cabinet name if accessing the document management system using the web client interface.

Note: In order for a user to see a cabinet they must be a member of the cabinet. The following actions can be performed on Cabinets. The availability of actions is dependent on the rights that users have to the system.

Action / Function	What the function does	Who can access the function
Open Cabinet	Expands the Cabinet revealing drawers.	All users with access to the cabinet.
Search	Allows users to restrict their search to documents located in the selected cabinet.	All users with access to the cabinet.
Properties	Displays Cabinet Properties. Cabinet membership can be managed from this feature.	All users with access to the cabinet.
Manage Folder Groups	Allows for the management of folder Groups that belong to the cabinet.	Library Administrators, System administrators or Cabinet Organizers only.
Add Drawer	Adds a drawer to the cabinet.	Library Administrators, System administrators or Cabinet Organizers only.
Copy Cabinet	Makes copies of the cabinet including all drawers, folder groups, folders and documents that are filed.	Library Administrators, System administrators or Cabinet Organizers only.
Clone Cabinet Structure	Makes a copy of the cabinet and all drawers, folder groups and folders it contains. Does not copy documents in the source cabinet.	Library Administrators, System administrators or Cabinet Organizers only.
Delete Cabinet	Deletes the cabinet and all items it contains.	Library Administrators, System administrators or Cabinet Organizers only.
Archive Cabinet	Send the contents of the Cabinet to the Library Archive.	Library Administrators and System Administrators.
Export	Exports all documents in the folders contained in the Folder Group.	All users with access to the Cabinet that the Folder Group belongs to.

Knowledge Base

FREE Live Software Webinars

It's Here!

Cabinets within the File Structure

See Also:

FREE
Live Software Webinars